Watsco Inc
WSO- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q4 2025
Institutional positions in Watsco Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 768
- 0 vs. Q3 2025
- Shares held
- 37.4M
- +1.33M (+3.7%) vs. Q3 2025
- Total value
- $12.6B
- −$1.97B (−13.5%) vs. Q3 2025
- New holders
- 110
- 227 more added
- Sold out
- 110
- 322 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 615 | $207.2K | 0.05% | +615 | New |
| Canada Pension Plan Investment Board | 620 | $208.9K | 0.00% | +520+520.0% | Added |
| Crestwood Advisors Group LLC | 629 | $211.9K | 0.00% | +2+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 631 | $212.8K | 0.06% | −2−0.3% | Reduced |
| Principal Securities, Inc. | 632 | $213.0K | 0.00% | +99+18.6% | Added |
| Axq Capital, LP | 632 | $213.0K | 0.05% | +632 | New |
| Marble Wealth, LLC | 635 | $214.0K | 0.03% | +635 | New |
| Gibbs Wealth Management | 572 | $214.8K | 0.05% | −63−9.9% | Reduced |
| Woodline Partners LP | 643 | $216.7K | 0.00% | +643 | New |
| Whetstone Capital Advisors, LLC | 656 | $221.0K | 0.07% | +64+10.8% | Added |
| Checchi Capital Advisers, LLC | 657 | $221.4K | 0.02% | −5−0.8% | Reduced |
| Dakota Wealth Management | 658 | $221.7K | 0.00% | +62+10.4% | Added |
| ASR Vermogensbeheer N.V. | 667 | $224.7K | 0.00% | −7−1.0% | Reduced |
| Somerset Trust Co | 668 | $225.1K | 0.07% | +668 | New |
| Boit C F David | 600 | $225.3K | 0.10% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 671 | $226.1K | 0.00% | +671 | New |
| Ellevest, Inc. | 675 | $227.4K | 0.03% | −233−25.7% | Reduced |
| Capital Group Private Client Services, Inc. | 684 | $230.5K | 0.00% | −462−40.3% | Reduced |
| Groesbeck Investment Management Corp | 686 | $231.0K | 0.44% | 00.0% | Unchanged |
| HM Payson & Co | 688 | $231.8K | 0.00% | −100−12.7% | Reduced |
| Fulcrum Capital LLC | 691 | $232.8K | 0.05% | −75−9.8% | Reduced |
| GAMMA Investing LLC | 695 | $234.2K | 0.01% | +46+7.1% | Added |
| Somerville Kurt F | 700 | $235.9K | 0.04% | −200−22.2% | Reduced |
| Paradigm Financial Partners, LLC | 700 | $235.9K | 0.02% | −118−14.4% | Reduced |
| TrueMark Investments, LLC | 706 | $237.9K | 0.05% | +706 | New |
| Profund Advisors LLC | 707 | $238.2K | 0.01% | −98−12.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 709 | $238.9K | 0.02% | +11+1.6% | Added |
| CWM, LLC | 710 | $239.0K | 0.00% | +26+3.8% | Added |
| Haverford Trust Co | 710 | $239.2K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 711 | $239.6K | 0.03% | +711 | New |
| Taylor Hoffman Capital Management LLC | 724 | $244.0K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 733 | $247.0K | 0.06% | −1,407−65.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 736 | $248.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 739 | $249.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 747 | $251.7K | 0.02% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 761 | $256.4K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 762 | $257.0K | 0.00% | +553+264.6% | Added |
| Simplex Trading, LLC | 771 | $259.8K | 0.01% | +723+1,506.3% | Added |
| Dorsey & Whitney Trust CO LLC | 778 | $262.1K | 0.01% | −11−1.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 780 | $263.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 783 | $263.8K | 0.01% | −30−3.7% | Reduced |
| Stephens Inc | 802 | $270.2K | 0.00% | +4+0.5% | Added |
| StoneX Group Inc. | 806 | $271.6K | 0.01% | +806 | New |
| PAX Financial Group, LLC | 806 | $271.7K | 0.05% | −82−9.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 810 | $272.9K | 0.02% | 00.0% | Unchanged |
| Burney Co | 817 | $275.3K | 0.01% | −143−14.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 827 | $278.7K | 0.00% | +22+2.7% | Added |
| Boston Family Office LLC | 835 | $281.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 834 | $281.0K | 0.00% | +2+0.2% | Added |
| Guardian Partners Inc. | 686 | $281.2K | 0.02% | +686 | New |
| Fieldview Capital Management, LLC | 838 | $282.4K | 0.05% | +838 | New |
| BankPlus Trust Department | 848 | $285.7K | 0.07% | −95−10.1% | Reduced |
| Flputnam Investment Management Co | 858 | $289.1K | 0.00% | −31−3.5% | Reduced |
| Heritage Family Offices, LLP | 861 | $290.3K | 0.13% | −160−15.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 868 | $292.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 869 | $292.8K | 0.01% | +453+108.9% | Added |
| Texas Bank & Trust Co | 875 | $294.8K | 0.11% | +875 | New |
| International Assets Investment Management, LLC | 876 | $295.2K | 0.02% | +346+65.3% | Added |
| Compass Ion Advisors, LLC | 893 | $300.8K | 0.03% | +5+0.6% | Added |
| Merit Financial Group, LLC | 902 | $303.9K | 0.00% | +902 | New |
| Arkadios Wealth Advisors | 905 | $305.0K | 0.01% | −43−4.5% | Reduced |
| Evergreen Capital Management LLC | 906 | $305.3K | 0.01% | −36−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 908 | $306.0K | 0.01% | +49+5.7% | Added |
| K.J. Harrison & Partners Inc | 910 | $306.6K | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 913 | $307.6K | 0.02% | −32−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 889 | $308.8K | 0.00% | +889 | New |
| Tyche Wealth Partners LLC | 919 | $309.7K | 0.05% | +919 | New |
| Cary Street Partners Financial LLC | 920 | $310.0K | 0.01% | −75−7.5% | Reduced |
| GWM Advisors LLC | 929 | $313.0K | 0.00% | −652−41.2% | Reduced |
| Advisor OS, LLC | 959 | $323.0K | 0.03% | −66−6.4% | Reduced |
| Vise Technologies, Inc. | 963 | $324.4K | 0.01% | +216+28.9% | Added |
| Lido Advisors, LLC | 804 | $324.5K | 0.00% | −48−5.6% | Reduced |
| Penserra Capital Management LLC | 967 | $325.0K | 0.00% | +242+33.4% | Added |
| AE Wealth Management LLC | 972 | $327.5K | 0.00% | −1,062−52.2% | Reduced |
| Parallel Advisors, LLC | 974 | $328.4K | 0.01% | −308−24.0% | Reduced |
| Park Place Capital Corp | 992 | $334.3K | 0.07% | −50−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 997 | $335.9K | 0.01% | −190−16.0% | Reduced |
| Tompkins Financial Corp | 1,000 | $336.9K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,000 | $336.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 1,009 | $340.0K | 0.03% | −43−4.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,010 | $340.3K | 0.00% | +1,010 | New |
| Greenleaf Trust | 1,012 | $341.0K | 0.00% | +216+27.1% | Added |
| Park National Corp | 1,019 | $343.4K | 0.01% | −12−1.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,024 | $345.0K | 0.02% | −4,647−81.9% | Reduced |
| 71 West Capital Partners | 1,030 | $347.1K | 0.02% | +1,030 | New |
| Private Advisor Group, LLC | 1,032 | $347.6K | 0.00% | +17+1.7% | Added |
| Quantum Private Wealth, LLC | 1,038 | $349.6K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,047 | $352.6K | 0.00% | −170−14.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,051 | $354.1K | 0.01% | −69−6.2% | Reduced |
| Phillips Wealth Planners LLC | 924 | $355.7K | 0.29% | +197+27.1% | Added |
| Schroder Investment Management Group | 1,056 | $355.8K | 0.00% | −767−42.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,057 | $356.2K | 0.05% | −1,852−63.7% | Reduced |
| Baker Ellis Asset Management LLC | 1,059 | $356.8K | 0.04% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,061 | $357.4K | 0.24% | +107+11.2% | Added |
| David Loasby | 951 | $357.8K | 0.02% | −569−37.4% | Reduced |
| American National Bank | 1,081 | $364.2K | 0.03% | −1,099−50.4% | Reduced |
| Assetmark, Inc | 1,086 | $366.0K | 0.00% | −53−4.7% | Reduced |
| Modern Wealth Management, LLC | 1,087 | $366.4K | 0.01% | +348+47.1% | Added |
| Koshinski Asset Management, Inc. | 1,093 | $368.3K | 0.02% | −2−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,095 | $369.0K | 0.00% | −32−2.8% | Reduced |